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Investing - Theory, News & General • Replacing Bonds with T-Bills in a 60/40 Portfolio?

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When the bond market meltdown happened a couple years ago I swapped out our BND holdings in multiple accounts and replaced them with ladders of 12 month t-bills with automatic reinvestment. I keep an eye on the t-bill rates and bond market returns and I know one day we will go back to bonds but for now I'm content.
Are you sure your market timing is going to work out better than staying put? BND is up 12.5% since last October.
This is a good point, the number you are providing looks cherry-picked, but the point is valid enough.

If you compare T-Bill rates and expect 4-5% over the next year, that sounds nice.

Until you live that year.

And maybe you see BND return 9.1% for that year. https://ycharts.com/companies/BND

You have to evaluate BND and similar funds and ETFs on total return, including the price going up as interest rates go down.

Statistics: Posted by ladders11 — Fri Aug 23, 2024 2:26 pm — Replies 53 — Views 5092



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